A 5-part series for institutional energy investors and battery operators. From building $100M portfolios with minimal counterparties to understanding hyperscaler PPA structures, European arbitrage opportunities, on-chain energy deals, and why spreadsheet mastery still beats most AI solutions. Practical playbooks with real numbers, real deals, and real lessons from the front lines of grid-scale storage and energy finance.
Deploy nine figures into European grid-scale batteries while dealing with exactly five counterparties. The playbook battle-tested by funds owning 42% of the 2027-2028 pipeline.
The four repeatable contract structures hyperscalers use to claim 24/7 carbon-free energy. Actual templates, pricing adders, grandfathered loopholes, and the clause that bankrupted two developers.
The definitive ranking of European battery operators by realized revenue per MW. Real numbers from 47 operating assets across GB, Germany, and the Nordics.
How tokenized energy assets are being structured, priced, and traded on-chain. The first real convergence between DeFi protocols and physical grid infrastructure.
How AI is transforming battery dispatch from static spreadsheet models to real-time optimization. The tools, the economics, and the operators already capturing the edge.
